Our Mission

Retirement Resource Center - Our Commitment - Identify the Problem The stage is set for an explosion in the need for qualified retirement advice.

Our goal is to help you productively and profitably increase the retirement preparedness of your mid-market retail clients and employer-sponsored retirement plan members.

We are dedicated to providing financial advisors, retirement counselors, consumers and employees with the professional development, continuing education and tools you need to help you build your retirement income management and readiness expertise. We offer you resources that will educate you as a professional seeking specialized retirement education and as a consumer seeking trustworthy retirement information.

Our Commitment

Retirement Resource Center - Our Mission The Int'l Retirement Resource Center, LLC was founded in 2005. We are committed to providing professional retirement education, continuing education and training resources for financial services firms, retirement professionals, and employers desiring to provide solutions that focus not only on the accumulation of wealth, but also the mitigation of retirement risk, retirement income management, and maintaining retirement quality of life.

Retirement Resource Center - Our Commitment - Identify the Problem As a distributor of InFRE's Certified Retirement Counselor® (CRC®) certification study materials and other best-in-the-industry professional education resources, including products supported by the Financial Planning Association (FPA) and the National Association of Government Defined Contribution Administrators (NAGDCA), the Retirement Resource Center store is your one-stop clearinghouse to become a leader in retirement planning and retirement income management.

Our Community

Retirement Resource Center - Resources for AdvisorsWe have the virtual toolbox for committed retirement professionals who are seeking retirement-specific knowledge whether for professional development, or to fulfill CFP®, CRC®, ASPPA, & PACE CE Continuing Education (CE) Credits. Our professional development programs are specifically designed for:

  • financial and retirement advisors
  • bank advisors, licensed bankers, branch managers and tellers
  • call center, home office and support staff

Retirement Resource Center - Public Sector EmployersIf you are seeking public sector-specific turnkey professional development retirement education resources, then our public sector employer and retirement plan administrator courses and educational workshops are perfect for you:

  • employee benefit professionals
  • public and private sector plan trustees, board members and
  • public plan administrators.

Retirement Resource Center - Resources for AdvisorsOur consumer and employee programs are designed for middle mass and mass affluent households to not only help you understand what's most important about retirement readiness, retirement planning and retirement income managment, but also help build your retirement planning skills or make informed decisions about selecting a retirement advisor.

Our People Are Our Most Valuable Asset

Greenwald, Matthew, PhD – Retirement Research Expert
Mathew Greenwald
Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert
Denise Appleby
Blanchett, David, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar Investment Management
David Blanchett
Giordano, Shelley – Chair of the Funding Longevity Task Force
Shelley Giordano
Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert
Michael Falk
Timmermann, Sandra, EdD – Successful Aging in Retirement Expert
Sandra Timmermann


Leading Retirement Industry Expertise:
We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts with many years of experience and expertise in the financial industry.

Visit CE Courses by Presenter to read more about the more than three dozen retirement industry experts who write, produce, consult, and deliver our retirement education courses and materials.

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader
Anna Rappaport
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute
Stephen Horan
Alexandra Macqueen, CFP® – Personal Finance Author & Expert
Alexandra Macqueen
Manish Malhotra, MBA – Expert on Retirement Income Planning Software
Manish Malhotra
Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert
Jodi DiCenzo
John E. Nelson – Purposeful Retirement Advocate, Author & Coach
John Nelson

Our Programs

Click on the TOPICS below to see the courses we have in each of the retirement-specific subjects.

CFP® CE Courses by topic - Retirement Income Management CFP® CE Courses by topic - IRAs CFP® CE Courses by topic - Retirement Readiness CFP® Member Courses - Retirement Planning CFP® CE Courses - Social Security CFP® CE Courses - Social Security
           
CFP® CE Courses - Women and Retirement CFP® CE Courses - Retirement Counseling CFP® CE Courses - Purposeful Retirement CFP® CE Courses - Retirement Education CFP® CE Courses - Presentation Skills CFP® CE Credit: Retirement Insight and Trends


Most courses are $39 each when purchased individually, or when you become a member, all courses included for one low fee of $99/90-days or $199/365-days. To see all courses:

You can also receive 1 - 2 CFP®, CRC®, ASPPA, and/or PACE CE for each issue of our FREE quarterly newsletter, Retirement Insight and Trends.


Earn ASPPA and/or PACE CE Earn CRC® Credit Earn CFP® Credit Meet CFP®, CRC®, ASPPA, & PACE CE requirements while increasing your knowledge on a variety of retirement-related topics presented by industry leading experts, from overview to advanced difficulty.


Become a Retirement Resource Center Professional Development Member and SAVE on CE! Do you need to earn multiple CE credits?

Become a Member to have full access to 50+ CE credit courses,
including many of those below, in these retirement-specific
topics
, presented by leading industry experts:
$99 - 90 Days Full Access or $199 - 365 Days Annual Premier.

Compare membership levels here!

Our Passion

We are committed to ensuring that all Americans have the opportunity to receive the qualified counseling needed to make informed retirement planning decisions through increasing the knowledge and competency of their advisors. For us, that’s what it’s all about, and why we are passionate about what we do.

Do well by doing good.

Betty Meredith, CFP, CRC® CFA®

Founder and Managing Member
Int'l Retirement Resource Center, LLC
Connect with me on LinkedIn!


Learn from the experts, the way you like to learn, at the level that's right for you.

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